Planview has one mission: to build the future of connected work, from ideas to impact.
As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry’s most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.
At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We’re proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.
Learn more about our portfolio at planview.com , and connect with us on LinkedIn, Instagram , and Twitter .
The Opportunity
Exciting opportunity to kickstart your sales career as a Sales Development Representative II (SDR) with Planview, an award-winning business-to-business SaaS company based in Austin, TX. This is a great fit if you are relatively new to sales, ambitious, and are confident that with the right training and opportunity you could flourish in a full-time career in sales. You are the perfect candidate if you are high energy, a self-starter, work great in team environments, and looking to play a pivotal role in growing an innovative technology company!
You must have a hunter’s mentality, always eager to keep the ball moving and find the next opportunity. You respond well to coaching and feedback but also have the ability to self-motivate to maintain minimum daily call and email volume to keep driving leads further into the sales funnel. With our help, you will need to be able to identify, contact and engage with senior business leaders within prospect organizations through both outbound calls and following up on incoming leads.
Prior experience in technology, SaaS, or software sales would be beneficial but is not required– We are committed to training and developing our people to enable them find and reach their peak potential.
What You'll Do
- Drive pipeline creation across all segments (Mid-Market and Enterprise).
- Qualify inbound prospects by assessing business challenges, solution fit, buying stage, timeline, and user scale, and execute high-quality follow-up via calls, emails, sequences, and personalized outreach to convert MQL → SQL.
- Partner with Account Executives to support Customer expansion motions by engaging new groups within existing customer accounts demonstrating new engagement signals (Demandbase, product usage cues, content interest, and downloads).
- Follow MQL (Marketing Qualified Lead) SLA compliance, ensuring rapid follow-up, clean handoff notes, and adherence to Planview’s response-time benchmarks.
- Achieve and exceed quarterly SQL and pipeline targets through consistent inbound qualification, cross-sell/ upsell, speed-to-lead excellence, and high conversion rates.
- Capture all qualification and engagement activity in Salesforce and Outreach, ensuring accurate data hygiene, lead status, MQL solution stamps, and AE-ready handoff notes.
- Leverage AI-powered sales intelligence to prioritize inbound work, improve personalization, and automate repetitive tasks.
- Partner cross-functionally with Marketing, Sales Ops, RevOps, and AEs to provide real-time feedback on lead quality, persona trends, and top-performing content.
- Contribute to continuous improvement of inbound workflows, including routing rules, SLAs, qualification frameworks, sequences, and scoring logic.
KPIs
- SQL Production: Meet and exceed quarterly Sales Qualified Lead targets
- Conversion Rates: Maintain strong MQL→SQL conversion performance.
- Speed to Lead: Consistently follow up with inbound leads within required SLA timelines.
- Pipeline Contribution: Generate high-quality pipeline
- Meeting Quality: Achieve high meeting attendance rates through strong qualification.
- Data & Handoff Accuracy: Keep Salesforce and Outreach records clean with correct dispositions, routing, and detailed notes.
- Persona & Solution Alignment: Accurately map inbound leads to ideal personas and solution areas.
- AI Utilization: Adopt AI and predictive insights to prioritize leads and improve outreach quality.
What You'll Bring
- Strong desire to be in technology space and pursue a career in sales
- Excellent written/verbal communication skills
- Technical aptitude and ability to articulate the value Planview products provide to prospective customers
- Strong organization and interpersonal skills with the ability to develop relationships quickly, both internally and externally with prospects
- Must be self-motivated, ambitious and possess a winning attitude
- Ability to multi-task, prioritize, and manage time effectively
- Prior SDR experience is a plus but not required
- Bachelor’s Degree, or equivalent work experience
Benefits At Planview
At Planview, you’ll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:
- Unplugged Days: 4 company-wide paid days off per year to recharge and relax.
- Generous PTO offerings (region dependent).
- Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support.
- Paid time to volunteer through Planview’s Force for Good Week.
- Employee Referral bonus program.
- Weekly office lunches for hybrid team members and social events.
- Flexible work hours/environment.
Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!
Equal Employment Opportunity at Planview
Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.
Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com .
